Andrik Cordero
Advisor at Grow With Me
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Andrik Cordero is a CFA® charterholder with nine years of industry experience. He has been with Grow With Me, LLC since 2018 and previously worked at Centaurus Financial Inc. and Richmond American Homes. Grow With Me, LLC is a state-registered advisory firm managing approximately $57.1 million for around 135 clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment strategies combined with fundamental and technical analysis, and offers additional services such as employee benefit plan advisory, tax preparation, and insurance through licensed personnel.
Client services
Based on Grow With Me
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Grow With Me
College savings (529s, UTMA, etc.)
Business sale tax planning
Long-term care insurance
Fee options
Project based financial planning fixed fee ranges from $1,500 to $15,000
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.10% $5,000,001+: 1.00%
Financial planning hourly rate between $150 and $350 per hour
Fee-only: Financial planning fixed fee range $1,500 to $15,000; hourly fees $150 to $350 per hour
Location
Las Vegas, NV
Most active in
Andrik C has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Work history
Grow With Me, LLC
2018 - Present (8 years)
Centaurus Financial Inc.
2016 - 2018 (2 years)
Richmond American Homes
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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